Nicole Joko is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior roles include positions at HPM Partners LLC, Mullintbg Advisors, and Goldman Sachs Wealth Services. She is based in Costa Mesa, CA. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm’s investment approach combines customized wealth management with proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Gerald Larr is a financial advisor with Cerity Partners LLC based in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at HPM Partners Advisor Alliance LLC and HPM Partners LLC since 2012, Deutsche Bank Securities Inc. from 2010 to 2012, and DWS Investment Management Americas, Inc. from 2001 to 2010. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach incorporating both third-party strategies and direct security selection, with additional access to alternative and private market solutions for qualified clients.

Ignacio Jimenez is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including HPM Partners LLC, Mullintbg Advisors, TBG Advisory Services Corporation, and Securian Financial Services, Inc. Jimenez is based in Costa Mesa, California. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, charitable organizations, and institutional investors, overseeing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services that combine proprietary quantitative methods with both third-party strategies and direct security selection, as well as access to alternative and private market solutions for qualified clients.

Robert Shier Jr. is a CFP® with over 31 years of industry experience, currently serving at Cerity Partners LLC. His career includes roles at Goldman Sachs Wealth Services and multiple advisory firms, including HPM Partners LLC, where he has worked since 2012. Cerity Partners serves a diverse client base including individuals, families, institutions, and high-net-worth investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm employs a client-specific investment approach that integrates quantitative screening, manager selection, and direct security choices, while offering access to private market solutions and a range of wealth management services.